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An important element of any program implemented within an organization, is the Standard Operating Procedures (SOP). An Account Management Playbook, or an SOP, ensures that the efforts required and expected of Account Management Program participants are documented and understood so that they can be replicated across the organization.

The Chapman Group’s Account Management Playbook provides a framework (process, methodology, infrastructure, best practices, skills and tools) for continually assessing Customer business needs and drivers, and translating them into overall needs and requirements. It is designed to document the process and best practices, as well as assign and understand roles and responsibilities.

When developing a Playbook for your program, we work with you and your team to customize the content (practices and language) to ensure it aligns to your business / industry and your Strategic Account Management Program.

Our Company:

The Chapman Group, founded in 1988, is a consulting firm that solves sales and account management challenges resulting in stronger relationships, increased revenues, and higher margins. We assist clients of all sizes, across a broad spectrum of industries, through the implementation of innovative processes, methodologies, best practices, skills and tools.